Credit notes

Geert Janssens janssens-geert at telenet.be
Thu Aug 30 13:35:37 EDT 2012


I started working on full credit note support a while ago. Other than 
some polishing this support is mostly complete. You can now create 
credit notes just like you create invoices for both vendors and 
customers. Credit notes can be refunded or used to "pay" (part of) an 
invoice.

I have one more part to finish that I need some feedback on: GnuCash' UI 
often refers to Invoices and Bills, like in "Find Invoice...", "New 
Bill...", the tab, dialog and window titles and so on. In may cases 
these descriptions are deceiving with tne new credit note support. For 
example: New Invoice... allows you to create either an invoice or a 
credit note. So in many cases "invoice" needs to be replaced by 
something that covers both invoices and credit notes.

I thought of "Sales Document" and "Purchase Document". That would give 
"New Sales Document...", "Find Purchase Document..." and so on, but 
those are very long terms. Especially in tab titles this makes the tabs 
very wide.

I could make separate menu items for "New Invoice..." and "New Credit 
Note...", but I don't want to do that really. There are already too many 
menu items in my opinion. And that doesn't solve the issue there still 
is with Invoice for Customers, Bill for Vendors and Credit Note for 
both. Using "Vendor Credit Note" in a tab title is equally bad as 
"Purchase Document" in tab titles.

So the challenge here is to come up with good names for the menu items 
and tabs, while remaining user (interface) friendly.

Anyone who's good with words, can you voice your opinions here please ?

Thanks,

Geert


More information about the gnucash-devel mailing list